Why Donor-Advised Funds?
Donor-advised funds are the most popular and fastest growing charitable giving vehicle in the country. They allow you to be strategic about your philanthropy by donating and recommending investments and grants听to efficiently create a significant charitable impact.听
Donor-advised funds can accept everything from cash and publicly-traded securities to more sophisticated illiquid and alternative assets. Donors receive a charitable gift acknowledgement in connection with their contribution to 澳门六合彩开奖结果. Then, our donors recommend grants to qualified 501(c)(3) charities.听
With a donor-advised fund, our donors can:听听
- Achieve immediate charitable goals听
- Fund future giving听听
- Simplify charitable giving and tax reporting听
- Initiate legacy conversations with loved ones听
- Avoid the complexity and expense of a private foundation
Independence and Stability
Ask Your Financial Advisor about Donor-Advised Funds
Know the right questions to ask to help you expand your philanthropy and charitable giving.听
Learn why 澳门六合彩开奖结果 is the Answer to Your Donor-Advised Fund Questions
Is 澳门六合彩开奖结果 truly independent?
Yes. 澳门六合彩开奖结果 is not affiliated with any wealth management firm or charitable entity. Donors are free to recommend a variety of grants to their favorite causes and charities.
What types of assets can the donor-advised fund sponsor accept?
Donor-advised funds that accept illiquid assets like privately held C corporation stock, and LP or LLC interests, as well as cash and appreciated securities, give you more flexibility.
Getting Started
Simple Steps Toward Your Philanthropic Future
Getting started with a donor-advised fund is easy.
- Review the Program Description with your financial advisor
- Complete the online fund application
- Transfer assets
- Receive secure, online access to our Donor Granting Portal
After that, you鈥檙e ready to start making a difference.
Making Grants
Doing the Right Thing the Right Way
Once you鈥檝e made a contribution to 澳门六合彩开奖结果, you can begin recommending grants. All of this is made easy with our Granting Portal.听
- You make the recommendation听
- 澳门六合彩开奖结果 performs due diligence on the charity recipient听
- Money gets transferred to the charity, along with grant letter听
Ready to get started with donor-advised funds?
Work with your financial advisor to learn more about establishing a donor-advised fund.